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Vanguard S&P Mid-Cap 400 Growth ETF
IVOG

65 hedge funds and large institutions have $122M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.35% less ownership

Funds ownership: 45.97% → 41.62% (-4.3%)

12% less funds holding

Funds holding: 74 → 65 (-9)

32% less capital invested

Capital invested by funds: $179M → $122M (-$57.3M)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
65
Holders Change
-9
Holders Change %
-12.16%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
17
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.27M
2
Ameriprise
Ameriprise
Minnesota
+$3.91M
3
Bank of America
Bank of America
North Carolina
+$2.96M
4
Jane Street
Jane Street
New York
+$2.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.23M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$26.5M
2
GA
Gateway Advisory
New Jersey
-$4.65M
3
MML Investors Services
MML Investors Services
Massachusetts
-$3.47M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.01M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$105K +$129K +1,904 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$103K -$47.2K -694 -27%
PCG
53
Private Capital Group
Connecticut
$61K – – –
AIC
54
Ameritas Investment Company
Nebraska
$25K +$30.9K +454 New
GI
55
Gradient Investments
Minnesota
$21K – – –
SF
56
Synovus Financial
Georgia
$21K +$25.7K +378 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$13K – – –
NFG
58
Next Financial Group
Texas
$12K – – –
DWM
59
Darwin Wealth Management
Florida
$11K +$13.6K +200 New
TFS
60
TrustCore Financial Services
Tennessee
$8K – – –
GT
61
Glenmede Trust
Pennsylvania
$6K – – –
IA
62
IFP Advisors
Florida
$5K -$28.3K -416 -82%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53K +$4.35K +64 New
TFGT
64
TS Financial Group (TSFG)
Illinois
$1K – – –
OPS
65
Orion Portfolio Solutions
Nebraska
$1K +$1.5K +22 New
APA
66
American Portfolios Advisors
New York
$773 -$40.7K -598 -98%
GA
67
Gateway Advisory
New Jersey
– -$4.65M -63,316 Closed
DW
68
Domani Wealth
Pennsylvania
– -$1.11M -15,062 Closed
RJFSA
69
Raymond James Financial Services Advisors
Florida
– -$399K -5,426 Closed
PCS
70
Personal CFO Solutions
New Jersey
– -$264K -3,600 Closed
HighTower Advisors
71
HighTower Advisors
Illinois
– -$261K -3,550 Closed
SFG
72
Sunburst Financial Group
Alabama
– -$249K -3,392 Closed
FAIM
73
Financial Advocates Investment Management
Washington
– -$247K -3,366 Closed
MWM
74
Meridian Wealth Management
Kentucky
– -$240K -3,274 Closed
CA
75
Cetera Advisors
Colorado
– -$202K -2,740 Closed
1 2
3
4

IVOG Hedge Fund Activity: Q1 2020 in Review

65 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2020, worth a combined $122M — down 32% from $179M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IVOG and 10 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Citadel Advisors, adding an estimated $4.27M. The largest seller was RWA Wealth Partners, cutting an estimated $26.5M.

  • 65 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2020, down from 74 in Q4 2019.
  • Funds reported $122M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 10 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2020 and 17 closed out, a net change of -7 holders.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2020 was Citadel Advisors, an estimated $4.27M added.
  • The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2020 was RWA Wealth Partners, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2020.